I would like to be able to enter a flat dollar amount for retention, instead of being limited to only enter a percentage to calculate. OR, I would like to be able to use the percentage method and only calculate on the Current Column amount.
by: Tina O. | over a year ago | Accounts Receivable
Comments
Agreed - We need to bill a sophisticated client a bill prior to the final in 3-7 where all retention is released except 10,000. We look like morons not being able to produce a bill releasing all but 10k.
Agreed 3! We have started a projected last year and we have used unitary billing 3-9 now the client wants to add a 5% retention. If we add 5% to the Holdback column it calculates it on the Total amount and not on the current amount :( Please add this feature!
We have clients tell us how much in dollars/cents we need to retail. Often doesn't tie out to an exact calculation %. We need to be able to enter in the Retention $ column in the 3-7 screen.
We have customers that allow us to invoice for partial holdback release & then when we go to invoice the next time the holdback calculations don't work as it calculates on the entire job at that point so we can't produce an accurate invoice. Please add this feature!!!
Agree, this is very frustrating when we have such a elite product and can't invoice the way we need too. Being able to freeze/hold specific retention amounts is needed.
Please address ASAP: One preferred Client needs Retention withheld at 10% until 50% of contract has been invoiced. (although 5% @ 100% equals the same...its a 'no go'). Using the setup screen and indicating a max, does not print correctly on page 1 of the AIA, although the "payment due" amount shows correct, if the math doesn't add up in the column, - as stated above in previous columns....it doesn't look professional, it's incorrect, and there is no way to adjust to reflect accurately.